Join the MeaningfulMoney Community Useful stuff on email

Recent Posts

• 

  MMP011: Platforms, Wrappers and Funds – The building blocks of a portfolio

  May 21, 2013 / Podcast

  In this session of the MeaningfulMoney podcast, we’re going to be talking about Platforms, Wrappers and Funds. Last time we talked about asset classes, the essential building blocks of investing. Shares Gilts and CBs Property Commodities etc This time we’re adding to that by summarising the main tax wrappers, why it makes sense to invest using funds rather than individual assets, and the role the platforms have in building a modern portfolio. These things are the mortar that binds the [...]

  Watch »

• 

  The Moneyvision Song Contest – Episode 281 [Video]

  May 20, 2013 / Specials

  It’s about time for another silly video I reckon, and this is the silliest video I’ve ever done (and that’s saying something after the superhero incident). Still, it’s important to keep things light sometimes… This is my nod to the Eurovision Song Contest. Hang in there till the end for some outtakes… With huge thanks to my Twitter buddies who took the time to send me their jury videos: Debbie Yearsley – @debbieyd – Website Chris Daems – @chrisdaems – Principal [...]

  Watch »

• 

  Making Money: Cash – Episode 280 [Video]

  May 17, 2013 / Investment, SIMPLE Money

  I’m going to be revisiting some early videos to update them with much better audio and video quality! In the next few episodes I’ll be looking at the major asset classes, explaining how they work, and how they are put together to form a portfolio. In this show, I talk about cash, which isn’t an investment at all…

  Watch »

•  
• 

  Platforms, Wrappers, Funds and Assets – Episode 279 [Video]

  May 15, 2013 / Investment, SIMPLE Money

  In this episode, I’m clearing up some terminology surrounding the building blocks of any financial portfolio. Starting with the smallest unit – an asset, like a share or a gilt. These are wrapped in Funds, which are held in Wrappers, which are themseves held on Platforms. Confused? This video includes a screencast of a diagram which I often use with clients – Enjoy!

  Watch »

• 

  MMP010: Asset Classes, or…Stuff you can invest in [Podcast]

  May 9, 2013 / Podcast

  Introduction What I wanted to cover in this session is to summarise all the major ‘things’ you can invest in. We had a brief introduction to investing in my interview with Justin Urquhart Stewart in Session 6, but I want to put some meat on the bones in this session. We’ll look at all the major asset classes, how they work, what they’re used for etc, then look at what to do with that information! Remember, there are no get rich quick [...]

  Watch »

• 

  SIMPLE Money: M is for Making Money – Episode 278 [Video]

  May 7, 2013 / SIMPLE Money

  We’re returning now to our long-running SIMPLE Money series and will begin to look at making money and building wealth for your future. This is a short intro to the subjects we’ll be covering…

  Watch »

•